Samsung and SK Hynix bet $590B that AI memory demand will outpace supply for years
samsung and sk hynix plan a $590b investment in memory production to meet soaring ai demand, which analysts predict will drive price hikes of 40-50% through 2027.
samsung and sk hynix, backed by the south korean government, committed $590b to build new fabs and packaging centers to satisfy insatiable demand from ai data centers. analysts forecast memory prices will jump 40-50% in q3 2026 and continue rising through 2027, as new capacity won't significantly relieve the market until 2028. this duopoly controls nearly 80% of the high-bandwidth memory market, meaning their production cadence directly dictates global gpu availability and pricing.